See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,451 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,474 | $51,466+17.5% | $78,778-23.2% | $62,292-2.9% |
| Participation rate | 62.4% | 59.8%+2.6pp | 69.2%-6.8pp | 69.5%-7.1pp |
| Annual return | 15.97% | 19.96%-4.0pp | 35.62%-19.7pp | 28.90%-12.9pp |
| Employer contribution / active EE | $381 | $827-54.0% | $1,986-80.8% | $2,042-81.4% |
| Participant deferral / active EE | $2,363 | $2,147+10.0% | $2,958-20.1% | $3,169-25.4% |
| Admin fee / account holder | $16 | $489-96.7% | $5,134-99.7% | $479-96.6% |